Syntal Capital Partners’s CMS Energy CMS Stock Holding History

Syntal Capital Partners’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,000	Closed	-$70K	–	84
2015 Q3	$70K	Hold	2,000	–	–	0.1%	73
2015 Q2	$63K	Hold	2,000	–	–	0.06%	93
2015 Q1	$69K	Hold	2,000	–	–	0.09%	88
2014 Q4	$60K	Hold	2,000	–	–	0.04%	111
2014 Q3	$59K	Hold	2,000	–	–	0.03%	115
2014 Q2	$62K	Buy	+2,000	New	+$59.5K	0.03%	128

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Syntal Capital Partners's CMS Position: Q4 2015 in Review

Syntal Capital Partners sold out of CMS Energy (CMS) in Q4 2015, closing a stake of 2,000 shares — an estimated $70K sold.

Syntal Capital Partners first reported a position in CMS in Q2 2014 and held it in 6 quarters. The position peaked at $70K in Q3 2015. 428 funds tracked by Wall St. Rank hold CMS as of Q4 2015.

Syntal Capital Partners reported no remaining CMS Energy position as of Q4 2015 after selling out during the quarter.
Syntal Capital Partners sold 2,000 CMS Energy shares in Q4 2015, an estimated $70K.
Syntal Capital Partners first reported a position in CMS Energy in Q2 2014 and held it in 6 quarters.
Syntal Capital Partners's CMS Energy position peaked at $70K in Q3 2015.
428 funds tracked by Wall St. Rank held CMS Energy as of Q4 2015.

Based on Syntal Capital Partners's 13F filing for Q4 2015, filed 12 Feb 2016.